Accounting integrations
Connect invoicing providers and control when invoices and pro-formas are issued.
Settings → Accounting integrations connects your workspace to an external invoicing provider (where enabled for your plan) and defines when accounting documents are created from charges and payments.
Enable the integration
- Open Settings → Accounting integrations.
- Choose a Provider from the list.
- Turn on Enable integration.
- Save.
Until the integration is enabled, accounting options stay hidden on transactions.
Automation defaults
When enabled, configure:
| Option | Meaning |
|---|---|
| Issue invoice on charge creation | Create an invoice when a charge is raised |
| Issue invoice on payment completion | Create an invoice when payment succeeds |
| Issue pro-forma on charge creation | Create a pro-forma document when a charge is raised |
| Partial payment note | Default note text on partial payments |
Only one of the invoice-on-charge and invoice-on-payment paths is typically active — the UI guides compatible combinations.
Credentials and provider setup
Provider API keys and company linkage are configured outside the day-to-day tenant UI or through ServEase onboarding. If your provider row is empty or save fails, contact ServEase Support.
Day-to-day use
After setup, staff can issue or sync documents from Transactions and booking payment flows where accounting actions appear. Exact buttons depend on provider and plan.